Purchases and Sales Made in Q2 2023 in First Tr ETF Viii Cboe Vest Us (DSEP)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DSEP) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
62.4K+ 21.23% |
$1.99M - $2.13M
|
356K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.8KNew |
$1.46M - $1.57M
|
45.8K
$1.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
22.2KNew |
$706K - $758K
|
22.2K
$908K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.5KNew |
$556K - $597K
|
17.5K
$716K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.6KNew |
$498K - $534K
|
15.6K
$640K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8KNew |
$471K - $506K
|
14.8K
$606K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.71K+ 85.23% |
$277K - $298K
|
18.9K
$775K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.03K+ 8.11% |
$256K - $275K
|
107K
$4.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.65KNew |
$212K - $227K
|
6.65K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.29KNew |
$200K - $215K
|
6.29K
$258K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.19K+ 2.3% |
$69.8K - $74.9K
|
97.4K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.76KNew |
$56.2K - $60.3K
|
1.76K
$72.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 44.97% |
$39.8K - $42.7K
|
4.02K
$165K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21KNew |
$38.7K - $41.5K
|
1.21K
$49.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28- 0.15% |
$892 - $958
|
18.1K
$743K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-75- 23.96% |
$2.39K - $2.57K
|
238
$9.76K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-75- 0.7% |
$2.39K - $2.57K
|
10.7K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-172- 0.6% |
$5.48K - $5.88K
|
28.4K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-233- 2.03% |
$7.43K - $7.97K
|
11.2K
$460K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-327- 2.71% |
$10.4K - $11.2K
|
11.7K
$480K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-375- 5.24% |
$12K - $12.8K
|
6.78K
$278K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-400- 5.0% |
$12.7K - $13.7K
|
7.6K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-400- 4.2% |
$12.7K - $13.7K
|
9.13K
$374K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-500- 3.58% |
$15.9K - $17.1K
|
13.5K
$552K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 2.48% |
$15.9K - $17.1K
|
19.7K
$808K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-810- 7.82% |
$25.8K - $27.7K
|
9.55K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.04K- 1.97% |
$33.3K - $35.7K
|
51.9K
$2.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.19K- 1.25% |
$37.8K - $40.6K
|
94.1K
$3.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.55K- 1.45% |
$49.2K - $52.9K
|
105K
$4.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.97K- 13.02% |
$62.9K - $67.5K
|
13.2K
$540K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.19K- 2.32% |
$69.8K - $75K
|
92.3K
$3.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.45K- 28.13% |
$78.1K - $83.8K
|
6.26K
$257K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.78K- 11.05% |
$120K - $129K
|
30.4K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.04K- 3.73% |
$129K - $138K
|
104K
$4.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.55K- 9.88% |
$145K - $156K
|
41.5K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5K- 13.28% |
$159K - $171K
|
32.6K
$1.34M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.71K- 50.28% |
$246K - $264K
|
7.62K
$312K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.71K- 28.7% |
$246K - $264K
|
19.2K
$785K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.17K- 23.55% |
$261K - $280K
|
26.5K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-9.71K- 2.24% |
$309K - $332K
|
424K
$17.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.3K- 31.51% |
$391K - $419K
|
26.6K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.2K- 12.32% |
$515K - $553K
|
115K
$4.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.7K- 7.18% |
$594K - $638K
|
241K
$9.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.7K- 53.89% |
$722K - $775K
|
19.4K
$795K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-33.7K- 33.26% |
$1.07M - $1.15M
|
67.6K
$2.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43K- 40.44% |
$1.37M - $1.47M
|
63.3K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-50.3K- 34.06% |
$1.6M - $1.72M
|
97.4K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-54.6K- 72.32% |
$1.74M - $1.87M
|
20.9K
$857K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-79.1K- 79.2% |
$2.52M - $2.71M
|
20.8K
$852K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104K- 60.07% |
$3.31M - $3.55M
|
69K
$2.83M
|